Come see us at upcoming industry events

Connect with CFA Institute at leading conferences, partner forums, and society-hosted gatherings around the globe.

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CFA Institute proudly participates in premier industry events that bring together investment professionals, thought leaders, and changemakers from around the world. Whether we’re sponsoring, speaking, or partnering with CFA® Societies, these engagements reflect our commitment to advancing the investment profession through collaboration, insight, and global presence. Explore upcoming opportunities to hear from our experts, meet with our team, and engage with the broader financial community.

Upcoming events

P&I Private Markets Conference

20–21 April 2026 | Chicago

Pensions & Investments x IPEM Private Markets 2026 in Chicago offers a focused forum for institutional investors and fund managers to explore the evolving private capital landscape. Through facilitated meetings, breakout sessions, and panel discussions, attendees gain insights on thematic investing, portfolio construction, and emerging opportunities across private markets. The event provides access to key decision-makers and a structured environment for building meaningful partnerships and deepening industry connections.

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The Regulatory Fundamentals Group

20-21 April 2026 | Austin, TX

As investment teams navigate rapid advances in AI and increasing complexity in private markets, the RFG 2026 Spring Conference focuses on the practical implications for due diligence and decision-making. Sessions address the growing role of technology across investing, governance, and operations,
alongside key topics such as valuation and continuation vehicles. CFA Institute Senior Director of Capital Markets Stephen Deane participates in the program, contributing to a session on continuation vehicle diligence alongside industry experts.

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FactSet Focus

4-7 May 2026 | Austin, TX, USA

FactSet FOCUS 2026 gathers finance professionals, data leaders, and technology experts for multiple days of sessions exploring how connections across data, teams, and decisions drive strategy forward. The event features impactful keynotes, breakout discussions, hands-on sessions, and ne working designed to support confident decision-making in a changing environment.

A woman sitting in an office environment, holding a laptop with a financial presentation on the screen. She is smiling at a male colleague sitting in front of her. Two other women are sitting behind her, talking to each other

Global Excel Summit

19–20 May 2026 | London and online

This international summit is designed for finance professionals and students looking to strengthen their skills in Excel, financial modeling, and data analysis. Through in-person and virtual sessions, participants will explore how these technical tools connect to broader finance competencies. The event also highlights how the CFA Program supports professionals navigating the evolving landscape of data-driven investment decision-making.

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FIS Harvard 2026

1-3 June 2026 | Cambridge, MA

Fiduciary Investors Symposium 2026 at Harvard University examines how institutional investors can navigate disruption driven by geopolitical risk and evolving global economic dynamics. Through in-depth sessions and peer exchange, attendees explore strategies for building resilient portfolios and identifying opportunities across markets. Margaret Franklin, former President and CEO and now Special Advisor for CFA Institute, participates in the program,
contributing to a panel on performance attribution in private equity and the drivers behind investment returns.

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CFA UK Annual Investment Conference 2026

9 June 2026 | London, UK

CFA UK Annual Investment Conference 2026 holds the most important investment topics of today up to the mirror. From keynote speakers, CIO and asset owner panels and four breakout sessions ranging from AI to private markets, we’ll show you how the decisions you make reflect on the world around you – to see the path forward before your competition.

CFA Institute members can save up to £200, register now for £140.00.

PMAR Conference North America (Performance Measurement Attribution & Risk) | Spaulding Group

10-11 June 2026 | New Brunswick, NJ

The 24th Annual PMAR North America Conference convenes performance measurement professionals to examine the most pressing topics shaping the
industry. Through expert-led sessions and peer discussions, attendees gain practical insights on areas including GIPS standards, attribution, analytics, and emerging trends such as AI. Rob Langrick, CFA, CIPM of CFA Institute participates in the program, leading a discussion on the CIPM designation and its relevance to real-world performance practice.

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CFA Institute events you may be interested in

Happiness at work: Practical science and strategies for the global finance professional

This exclusive member webinar explores what it really means for CFA charterholders to be happy at work, and why it matters, especially in the world of finance.

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CFA® Program career paths webinar series: Performance Measurment Analyst

We continue the series by focusing on Performance Measurement Analyst, the buy-side role which generates routine and non-routine fund reports for clients and internal use at institutions such as asset managers, pension funds, asset owners, insurance companies and treasury departments.

Private capital frontiers: Reinventing due diligence

As private opportunities proliferate, robust due diligence is critical. Learn what top-tier selection looks like—and how to avoid costly blind spots.

See all upcoming events